NYSE$CMS

CMS Energy Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

CMS Energy's Q2 2024 earnings were announced, with the company reaffirming its adjusted EPS guidance.

CMS Energy reported EPS of $0.65 for Q2 2024, compared to $0.67 in 2023. Adjusted EPS for the quarter was $0.66, down from $0.75 in the same quarter last year. The company reaffirmed its 2024 adjusted EPS guidance of $3.29 to $3.35 and long-term adjusted EPS growth of 6 to 8 percent.

  • Reported earnings per share were $0.65 for the second quarter of 2024, compared to $0.67 per share for 2023.
  • Adjusted earnings per share for the second quarter were $0.66, compared to $0.75 per share for the same quarter in 2023.
  • The company reaffirmed its 2024 adjusted earnings guidance of $3.29 to $3.35 per share.
  • Long-term adjusted EPS growth of 6 to 8 percent is expected, with continued confidence toward the high end.

Headline financials

Total Revenue

$1.61B

Previous: $1.56B+3.3%
EPS

$0.65

Previous: $0.67-3.0%
Net Income to Common

$195M

No prior period
Adjusted Net Income

$197M

No prior period
Avg. Diluted Shares

298.5M

No prior period
Free Cash Flow

$198M

Previous: $198M+0.0%
Net Income

$198M

Previous: $198M+0.0%
Operating Income

$283M

Previous: $244M+16.0%
Gross Profit

$1.49B

Previous: $1.45B+3.3%
Cash & Equivalents

$699M

Previous: $389M+79.7%
Total Assets

$34.4B

Previous: $32.3B+6.5%

Revenue & EPS history

CMS Energy · Revenue · Quarterly

$1.61B

Q2 2024+3.3%vs Q2 2023
Beat estimate in 6 of 13 quarters(46%)
ActualEstimate

Forward guidance

CMS Energy reaffirmed its 2024 adjusted earnings guidance of $3.29 to $3.35 per share and long-term adjusted EPS growth of 6 to 8 percent, with continued confidence toward the high end.

Tailwinds

  • The company is on track to deliver full year earnings guidance.
  • Prioritizing investments in electric and gas systems.
  • Electric Reliability Roadmap will harden and improve systems.
  • Natural Gas Delivery Plan will harden and improve systems.
  • Clean Energy Plan will allow the company to lead the clean energy transformation.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.1%

Avg return

Earnings day

+0.0%

Avg return

5 days after

+0.5%

Avg return

30 days after

55%

37 / 67 earnings

Positive

+3.9%

Q1 2011

Best reaction

-10.1%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.2%-0.0%-4.3%
Q3 2025+1.4%+0.9%+4.4%
Q1 2025+1.3%-2.0%-0.7%
Q4 2024-0.2%-0.0%-0.6%
Q3 2024-2.6%-1.4%-0.6%
Q2 2024+0.8%+4.2%+7.4%
Q1 2024-0.6%-2.8%+0.4%
Q4 2023+1.1%-1.2%+1.7%
Q3 2023-0.3%-0.2%+5.8%
Q2 2023-3.8%-4.7%-9.9%
Q1 2023-0.2%+1.5%+1.7%
Q4 2022-1.5%-2.0%-6.1%
Q3 2022+3.6%+2.5%+9.6%
Q2 2022+3.0%+3.3%+3.1%
Q1 2022+1.6%+1.6%-1.9%
Q4 2021+1.1%+1.5%+4.7%
Q3 2021+0.0%+0.1%-0.4%
Q2 2021-0.8%+1.6%+3.1%
Q1 2021+0.0%+0.8%+5.5%
Q4 2020+0.4%-1.1%-3.2%
Q3 2020-1.0%+2.1%-3.1%
Q2 2020-1.7%-2.0%-3.8%
Q1 2020-10.1%-11.9%-7.8%
Q4 2019+1.8%+0.1%-10.2%
Q3 2019+0.6%-0.5%-2.4%
Q2 2019+1.2%+0.9%+6.2%
Q1 2019-1.0%-0.8%+0.0%
Q4 2018-0.0%+1.8%+4.4%
Q3 2018-4.7%-3.6%-2.0%
Q2 2018+0.5%+1.0%+3.1%
Q1 2018+2.9%+2.6%-0.5%
Q4 2017+1.6%+2.7%+2.9%
Q2 2017+1.6%+2.7%+2.9%
Q3 2017+0.5%+0.8%+3.1%
Q1 2017-0.2%+0.1%+4.4%
Q4 2016+1.1%+1.1%+3.0%
Q2 2016+1.1%+1.1%+3.0%
Q3 2016-0.8%-0.3%-2.5%
Q1 2016+1.6%
Q2 2015-0.7%
Q4 2015-0.7%
Q3 2015-0.5%
Q1 2015+0.3%
Q2 2014-3.4%
Q4 2014-3.4%
Q3 2014+1.1%
Q1 2014+1.1%
Q4 2013+1.4%
Q2 2013+1.4%
Q3 2013+1.2%
Q1 2013-0.5%
Q4 2012+1.3%
Q2 2012+1.3%
Q3 2012+1.4%
Q4 2011+3.2%
Q1 2012+2.3%
Q2 2011+0.7%
Q3 2011+1.2%
Q1 2010+3.9%
Q1 2011+3.9%
Q2 2010-1.1%
Q4 2008-1.1%
Q4 2010-1.1%
Q3 2010+0.4%
Q3 2009+0.4%
Q2 2009-2.5%
Q4 2009-2.5%

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